Allen Mooney & Barnes Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Buy
2025
Q2
$327K Sell
2025
Q1
$294K Sell
2024
Q4
$291K Sell
2024
Q3
$236K Sell
2024
Q2
$278K Buy
2024
Q1
$259K Sell
2023
Q4
$249K Buy
2022
Q2
Sell
2022
Q1
$248K Buy